Sovereign Investment Advisors, LLC
Position in WES — Western Midstream Partners, LP
CIK 1908165
PHOENIX, AZ
Position in WES
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$11,300,300
+$509,217 QoQ
Shares Held
274,479
+0.5% QoQ
Ownership
0.070%
of shares outstanding
% of Portfolio
7.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WES Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026Sovereign Investment Advisors, LLC holds $69,521,117 across 7 Oil & Gas Midstream names. WES ranks #4 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPLX |
Mplx LP
|
373,955 | $21,341,611 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
332,382 | $12,577,334 | |
| 3 | PAA |
Plains All American Pipeline LP
|
528,931 | $11,811,029 | |
| 4 | WES |
Western Midstream Partners, LP
This page
|
274,479 | $11,300,300 | |
| 5 | OKE |
Oneok Inc /New/
|
95,849 | $8,663,791 | |
| 6 | TRP |
Tc Energy Corp
|
55,254 | $3,458,900 | |
| 7 | SOBO |
South Bow Corp
|
11,049 | $368,152 |
All Filings in WES
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,300,300 | 274,479 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $10,791,083 | 273,192 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $10,784,279 | 274,479 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $10,622,337 | 274,479 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $11,242,659 | 274,479 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $10,548,227 | 274,479 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $10,501,566 | 274,479 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $10,905,050 | 274,479 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $9,757,728 | 274,479 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $8,031,255 | 274,479 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,474,063 | 274,479 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $7,279,183 | 274,479 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $7,238,011 | 274,479 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $7,369,761 | 274,479 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $6,905,891 | 274,479 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $6,672,584 | 274,479 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $6,922,360 | 274,479 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $6,112,647 | 274,479 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $5,753,079 | 274,479 | Shares | Sole | 2022-02-07 | |
| 2021-06-30 | $5,879,340 | 274,479 | Shares | Sole | 2022-02-07 | |
| 2021-03-31 | $5,102,564 | 274,479 | Shares | Sole | 2022-02-07 | |
| 2020-12-31 | $3,793,299 | 274,479 | Shares | Sole | 2022-02-07 | |
| 2020-09-30 | $2,195,832 | 274,479 | Shares | Sole | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||